Sanan Optoelectronics continues to grow high growth is expected to expand MOCVD machine

In the overall LED die capacity continues to survive, the industry has come out, the mainland LED leading factory Sanan Optoelectronics is expected to re-add the expansion of equipment in the near future, will order 17 new MOCVD machines from the US equipment supplier Veeco (equivalent to 34 Taiwan 2-inch machine capacity), is expected to be placed before the fourth quarter, and production capacity will be released in 2017, the price of LED chips will be stable again.

LED market boom is driven by the peak season effect in the second half of the year, and the goal of Taiwanese LED chip maker Jingyuanguang Power to turn into a single season is also expected to reach the third quarter. Following the price increase of some packaging factories in March, the chip of Epistar has also raised the price. Whether the price increase becomes a concerted action of the whole industry still needs to be verified, but at least it indicates that the trend of LED chip price decline is slowing down gradually. stable.

In terms of business, Sanan Optoelectronics will continue to expand the production capacity of LED chips, LED lights will be rapidly increased, and GaAs chips will have a large probability of achieving hundreds of millions of dollars of revenue this year. Therefore, many securities professionals and industry professionals are optimistic about Sanan’s rapid growth this year. .

Sanan Optoelectronics has always been a large government subsidy. In addition to Sanan Optoelectronics, many companies have also received the government's “generous” subsidies. The following are the subsidies for some LED lighting companies in the first half of the year.

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